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JSVPX vs WCMJX
JSVPX vs WCMJX Comparison
Open Charts JSVPX vs WCMJX
JPMorgan Small Cap Value R3
Price$26.20
Change-$0.50 (-1.87%)
VolumeN/A
Net Assets1.23B
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
JSVPX vs WCMJX Comparison Chart in %
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JSVPX vs. WCMJX commentary
Nov 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JSVPX is a Buy and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
JSVPX has more cash in the bank: 1.23B vs. WCMJX (7.41M). JSVPX pays higher dividends than WCMJX: JSVPX (0.73) vs WCMJX (0.00). JSVPX was incepted earlier than WCMJX: JSVPX (9 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than JSVPX (1.30). JSVPX is a more actively managed with annual turnover of: 49.00 vs. WCMJX (15.00). JSVPX has a lower initial minimum investment than WCMJX: JSVPX (0) vs WCMJX (1000). JSVPX annual gain was more profitable for investors over the last year : -5.85 vs. WCMJX (-25.56). JSVPX return over 5 years is better than : 21.33 vs. WCMJX (11.94).
| JSVPX | WCMJX | JSVPX / WCMJX | |
| Total Expense Ratio | 1.24 | 1.15 | 108% |
| Annual Report Gross Expense Ratio | 1.30 | 1.70 | 76% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 6.895 | -9.253 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 7.41M | 16,556% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | -5.85 | -25.56 | 23% |
| Returns for 3 years | 6.98 | 3.89 | 180% |
| Returns for 5 years | 21.33 | 11.94 | 179% |
| Returns for 10 years | N/A | N/A | - |
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